Tax Admin & Front Desk Specialist

Cerity Partners Management LLC; United States; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO policy

Parental Leave

Educational assistance

Job summary

Cerity Partners is seeking an Administrative Assistant to support front desk operations, client communications, and document processing in a dynamic wealth management environment. The role includes greeting clients, handling calls, coordinating mail and filing, and assisting with onboarding and invoicing.

A strong emphasis is placed on confidentiality and professional communication. Candidates should have 2+ years in an administrative role, a high school diploma, and proficiency with Microsoft

Qualifications

• 2+ years in administrative, executive assistant, or personal assistant roles.
• High school diploma required.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management.
• Excellent written and verbal communication.
• Strong organizational skills with the ability to manage multiple priorities and deadlines independently.
• Ability to maintain strict confidentiality regarding sensitive information.
• Comfortable managing multiple tasks and interruptions in a fast-paced office environment.
• Self-motivated, comfortable with independent decision making.

Responsibilities

• Front Desk & Client Experience: Answer and direct phone calls; greet and assist clients and visitors; develop rapport with clients via phone, email, and in person; respond to inquiries with calm confidence; fulfill basic client requests that don't require advisor involvement.
• Mail, Filing & Document Processing: Process incoming/outgoing mail; scan and file tax documents accurately and promptly; manage UPS/USPS shipping for tax returns, organizers, and signature documents.
• Tax Administrative Support: Route IRS/state notices and documents to the correct team member; track signed e-file authorizations and release signed returns (UltraTax); track return statuses and due dates to help the team meet deadlines.
• Client onboarding/offboarding: Engagement letters, CRM setup, billing configuration; assist with invoicing and accounts receivable tracking.
• Office & Team Support: Coordinate and manage team workflow; create or improve office processes; coordinate meetings, team events, and catering as needed; manage miscellaneous administrative projects assigned; keep track of and order office supplies on a regular basis.

Skills

Excellent written and verbal communic

Strong organizational skills

Confidentiality

Independent decision making

Multitasking in fast-paced environment

Education

High school diploma

Associate or Bachelor’s degree preferred

Tools

Microsoft Office Suite

Calendar management tools

Job description

Cerity Partners is seeking an Administrative Assistant to support front desk operations, client communications, and document processing in a dynamic wealth management environment. The role includes greeting clients, handling calls, coordinating mail and filing, and assisting with onboarding and invoicing.

A strong emphasis is placed on confidentiality and professional communication. Candidates should have 2+ years in an administrative role, a high school diploma, and proficiency with Microsoft